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Tata Arbitrage Fund vs Invesco India Arbitrage Fund compare
Invesco India Arbitrage Fund - Growth Option
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹27562 Cr | ₹20154 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Apr 2007 | 18 Dec 2018 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 2126% | 487.73% |
| Expense Ratio | 1.06 | 1.08 |
| Manager | Deepak Gupta | Sailesh Jain |
| ISIN Code | INF205K01122 | INF277K015Q7 |
| Exits Load | Invesco India Arbitrage Fund - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365 | Tata Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.48% | 0.53% |
| 6 Month | 2.93% | 2.88% |
| 1 Year | 6.43% | 6.39% |
| 3 Year | 7.12% | 6.99% |
| 5 Year | 5.99% | 5.74% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.42% | 1.41% |
| 1 Year | 5.98% | 5.96% |
| 3 Year | 6.79% | 6.72% |
| 5 Year | 6.6% | 6.39% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.5% | 5.92% |
| 3 Year | 6.13% | 5.02% |
| 5 Year | 6.65% | 5.41% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.66% | 0.36% |
| Sharp | 2.74% | 0.93% |
| Beta | 0.47% | - |
| Alpha | 0.52% | - |
Fund Managers
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Name | Deepak Gupta | Sailesh Jain |
| Total AUM | ₹12015 Cr | ₹17041 Cr |
| Funds Managed | 2 | 7 |
| Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 27.26 | 25.07 |
| Large Cap | 41.82 | 45.95 |
| Mid Cap | 24.93 | 24.04 |
| Small Cap | 5.99 | 4.94 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 25.62 | 22.31 |
| Energy | 3.37 | 4.45 |
| Industrials | 7.54 | 6.78 |
| Technology | 4.7 | 3.3 |
| Basic Materials | 7.91 | 9.64 |
| Healthcare | 4.07 | 4.23 |
| Consumer Defensive | 5.15 | 6.73 |
| Financial Services | 23.24 | 26.66 |
| Consumer Cyclical | 10.84 | 7.53 |
| Utilities | 1.64 | 2.74 |
| Communication Services | 4.01 | 2.84 |
| Real Estate | 1.91 | 2.8 |
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